# Jean Hoff

> Jean Hoff is a fee-only financial advisor at Aegis Wealth in Bethesda, Maryland. Aegis Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jean-hoff/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Aegis Wealth
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $744.1M across 516 accounts
- **CRD:** 5369462 (https://adviserinfo.sec.gov/individual/summary/5369462)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2007)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.aegiswealth.com

## Frequently asked questions

### Is Jean Hoff a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jean holds no broker registration, and Aegis Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jean charge for financial advice?

Jean's firm, Aegis Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jean Hoff based?

Jean Hoff is based in Bethesda, Maryland.

### Is Jean Hoff registered with the SEC?

Yes. Jean Hoff is registered as an investment adviser representative in MD (CRD 5369462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aegis Wealth manage?

Aegis Wealth reports $744.1M across 516 accounts in assets under management.

### How do I contact Jean Hoff?

Through Jean's website, www.aegiswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5369462): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.